Monument Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,294
| Closed | -$678K | – | 237 |
|
|
2025
Q1 | $678K | Sell |
1,294
-494
| -28% | -$259K | 0.21% | 100 |
|
|
2024
Q4 | $904K | Sell |
1,788
-513
| -22% | -$259K | 0.25% | 83 |
|
|
2024
Q3 | $1.35M | Buy |
2,301
+438
| +24% | +$256K | 0.37% | 69 |
|
|
2024
Q2 | $949K | Sell |
1,863
-243
| -12% | -$124K | 0.28% | 79 |
|
|
2024
Q1 | $1.04M | Sell |
2,106
-807
| -28% | -$399K | 0.3% | 81 |
|
|
2023
Q4 | $1.53M | Buy |
2,913
+230
| +9% | +$121K | 0.49% | 64 |
|
|
2023
Q3 | $1.35M | Buy |
2,683
+304
| +13% | +$153K | 0.45% | 67 |
|
|
2023
Q2 | $1.14M | Buy |
2,379
+685
| +40% | +$329K | 0.36% | 71 |
|
|
2023
Q1 | $800K | Sell |
1,694
-916
| -35% | -$433K | 0.27% | 79 |
|
|
2022
Q4 | $1.38M | Buy |
2,610
+189
| +8% | +$100K | 0.47% | 65 |
|
|
2022
Q3 | $1.22M | Buy |
2,421
+1,036
| +75% | +$523K | 0.46% | 65 |
|
|
2022
Q2 | $711K | Buy |
1,385
+646
| +87% | +$332K | 0.27% | 81 |
|
|
2022
Q1 | $377K | Buy |
739
+1
| +0.1% | +$510 | 0.12% | 106 |
|
|
2021
Q4 | $370K | Buy |
738
+3
| +0.4% | +$1.5K | 0.11% | 116 |
|
|
2021
Q3 | $287K | Buy |
735
+17
| +2% | +$6.64K | 0.1% | 127 |
|
|
2021
Q2 | $287K | Hold |
718
| – | – | 0.1% | 121 |
|
|
2021
Q1 | $267K | Hold |
718
| – | – | 0.11% | 96 |
|
|
2020
Q4 | $252K | Buy |
718
+17
| +2% | +$5.97K | 0.12% | 88 |
|
|
2020
Q3 | $218K | Buy |
+701
| New | +$218K | 0.12% | 88 |
|
|
2019
Q2 | – | Sell |
-9,235
| Closed | -$2.28M | – | 89 |
|
|
2019
Q1 | $2.28M | Sell |
9,235
-674
| -7% | -$167K | 1.3% | 32 |
|
|
2018
Q4 | $2.47M | Buy |
9,909
+23
| +0.2% | +$5.73K | 1.54% | 13 |
|
|
2018
Q3 | $2.63M | Buy |
9,886
+816
| +9% | +$217K | 1.48% | 15 |
|
|
2018
Q2 | $2.23M | Sell |
9,070
-1,240
| -12% | -$304K | 1.54% | 12 |
|
|
2018
Q1 | $2.24M | Sell |
10,310
-1,544
| -13% | -$335K | 1.53% | 22 |
|
|
2017
Q4 | $2.61M | Buy |
+11,854
| New | +$2.61M | 1.84% | 14 |
|